NewEdge Wealth »

Moelis & Co shares owned by NewEdge Wealth

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by NewEdge Wealth from 13F filings

Historical chart of NewEdge Wealth investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moelis & Co by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 50k 56.13
2023-09-30 $2.3M 51k 45.13
2023-06-30 $2.3M 52k 45.34
2023-03-31 $2.0M 52k 38.44
2022-12-31 $2.1M 55k 38.37
2022-09-30 $1.8M 54k 33.82
2022-06-30 $1.6M 40k 39.36
2022-03-31 $1.2M 25k 46.97
2021-12-31 $1.6M 25k 62.51
2021-09-30 $1.5M 24k 61.87
2021-06-30 $1.3M 24k 56.89
2021-03-31 $1.1M 21k 54.89
2020-12-31 $647k 14k 46.76